author: Joerg Lange date: 31.Oct.2018 title: Protocol of connecting a dwb dataset to the b36 biocase portal

Prerequisites:

1. Postgres server IP=144.76.68.113 port=5433
2. existing postgres database name (postgrescache)

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SOP:

1. become admin of biocase portal b36 with the steps below:
2. via Firefox Browser access URL https://b36.smns-bw.org
3. ignore the warning „this site is not secure“ and
4. press button „advanced“
5. press button „add exception“
6. (press the button „view“ if possible, then compare the sha256 fingerprint to

     C7:74:24:EE:E5:76:24:02:BF:B1:AA:39:E3:00:3E:AD:
     0C:19:7E:E6:1A:04:4D:06:F7:6F:AC:96:A5:02:80:55 

7. if it matches, you got a safe connection. if not, find out if the certificate has changed, otherwise stop to continue and exit)
8. if the certificate is acceptable, press „cancel“
9. then consider a rejection to .. accept permanently this certificate…, otherwise continue
10. press „conform security exception“, which will be permanently.
11. then you are securely connected
12. you should see now the main screen of b36
13. press config tool
14. then system administration and
15. enter the biocase portal admin password and continue to the configuration/system admin page, where you
16. scroll down to the section datasources
17. under the existing datasource list you have a field „name“ where you
18. enter the intended name of a new datasource , e.g. 'lowervertebratescoll'
19. leave default choice of Template: empty
20. then press buttno „Create DSA“
21. the list of datasources will show a „Remove“ button for the new DS and the name of the new datasource
22. now Press this name (NOT the remove Button, of course)
23. apply the following changes

            DBMS: switch from 'mysql' to 'psycopg2'
            Host: 127.0.0.1:5433
            Database: DCC_SMNS-P-GFBIOlowervertebratescoll
            User: bill
            pwd: <bills postgres password>
            encoding: utf_8 (or iso8859-1)

24. then press „Save“
25. access the unix server of the b36 portal as root or user, which is in the unix group 'www-data' with putty

      cd /opt/provider_software_3.6.4/config/datasources
      cd goldenwaspscoll
      cp -p cmf*xml ../lowervertebratescoll (or whatever your DS name is)
      cp provider_setup_file.xml ../lowervertebratescoll (or whatever your DS name is)
      cd ../GFBIOlowervertebratescoll
      nano provider_setup_file.xml

• Change line 5 from „DiversityCollectionCache_SMNS-E-goldenwaspscoll“ to „DCC-P-GFBIO…“ (your DS name)